+356.1%
ACN vs APO
+1,753.5%
-1,397.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.1% |
| 7D | -1.5% | -1.0% | -0.5% | -1.2% |
| 30D | +9.4% | +3.5% | +5.9% | +8.1% |
| 3M | +5.6% | +4.5% | +1.1% | +3.8% |
| 6M | -9.3% | +22.8% | -32.0% | -15.4% |
| YTD | -29.0% | -6.5% | -22.5% | -28.2% |
| 1Y | -24.7% | +0.8% | -25.5% | -25.9% |
| 3Y | -39.8% | +62.0% | -101.8% | -50.6% |
| 5Y | -40.9% | +138.2% | -179.2% | -58.0% |
| 10Y | +91.1% | +940.3% | -849.1% | -10.7% |
| All | +356.1% | +1,753.5% | -1,397.4% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded APO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling